Institutional Ownership Ishares Expanded Tech Software (IGV)
This table provides information about the institutional ownership of Ishares Expanded Tech Software (IGV). We have compiled data on the 780 institutions that hold shares in the stock, with a total of 77.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
45,361
shares
|
$5.07 Million
1.74% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,924
shares
|
$5.02 Million
0.03% of portfolio
|
Q2 2025
Added 70.72%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
44,832
shares
|
$5.01 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
44,294
shares
|
$4.95 Million
3.53% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
43,433
shares
|
$4.85 Million
2.27% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
43,408
shares
|
$4.85 Million
0.04% of portfolio
|
Q3 2023
Added 2.11%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
43,240
shares
|
$4.83 Million
0.35% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
43,212
shares
|
$4.83 Million
0.03% of portfolio
|
Q2 2025
Added 1793.6%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,593
shares
|
$4.76 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
42,175
shares
|
$4.71 Million
0.12% of portfolio
|
Q2 2025
Added 602.92%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
41,932
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
37,688
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
36,945
shares
|
$4.13 Million
0.18% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
36,688
shares
|
$4.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
36,515
shares
|
$4.08 Million
1.28% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
35,975
shares
|
$4.02 Million
0.0% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
34,833
shares
|
$3.89 Million
1.56% of portfolio
|
Q2 2025
Added 150.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
34,308
shares
|
$3.83 Million
0.07% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
33,738
shares
|
$3.77 Million
0.31% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
33,689
shares
|
$3.76 Million
2.22% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
33,623
shares
|
$3.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
33,254
shares
|
$3.71 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
32,928
shares
|
$3.68 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
32,893
shares
|
$3.67 Million
0.19% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
32,878
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.11%
|